401k Plan data: PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST plan

PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST
Plan identification number	001

PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OVERLAND ORDAL THORSON & FENNELL has sponsored the creation of one or more 401k plans.

Company Name: OVERLAND ORDAL THORSON & FENNELL

Employer identification number (EIN): 930772794

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 JOHN C. ORDAL, M.D. 2014-07-28
001 2013-01-01 JOHN C. ORDAL, M.D.
001 2012-01-01 JOHN C. ORDAL, M.D.
001 2011-10-01 JOHN C. ORDAL, M.D.
001 2009-10-01 JOHN C. ORDAL, M.D.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2014-01-01	JOHN C. ORDAL, M.D.	2014-07-28
001	2013-01-01	JOHN C. ORDAL, M.D.
001	2012-01-01	JOHN C. ORDAL, M.D.
001	2011-10-01	JOHN C. ORDAL, M.D.
001	2009-10-01	JOHN C. ORDAL, M.D.

Plan Statistics for PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST

Measure Date Value
2013: PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 25
Number of participants with account balances 2012-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year 2011-10-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 20
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 2
Total of all active and inactive participants 2011-10-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 22
Number of participants with account balances 2011-10-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2009: PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year 2009-10-01 26
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 21
Number of retired or separated participants receiving benefits 2009-10-01 1
Number of other retired or separated participants entitled to future benefits 2009-10-01 2
Total of all active and inactive participants 2009-10-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 24
Number of participants with account balances 2009-10-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2013: PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	25
Number of participants with account balances	2012-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year	2011-10-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	20
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	2
Total of all active and inactive participants	2011-10-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	22
Number of participants with account balances	2011-10-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2009: PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST 2009 401k membership
Total participants, beginning-of-year	2009-10-01	26
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	21
Number of retired or separated participants receiving benefits	2009-10-01	1
Number of other retired or separated participants entitled to future benefits	2009-10-01	2
Total of all active and inactive participants	2009-10-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	24
Number of participants with account balances	2009-10-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2013 : PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$112
Total income from all sources	2013-12-31	$354,539
Expenses. Total of all expenses incurred	2013-12-31	$3,246,480
Benefits paid (including direct rollovers)	2013-12-31	$3,221,348
Total plan assets at end of year	2013-12-31	$454,701
Total plan assets at beginning of year	2013-12-31	$3,346,754
Value of fidelity bond covering the plan	2013-12-31	$653,000
Total contributions received or receivable from participants	2013-12-31	$9,826
Assets. Value of loans (other than to participants)	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$7,970
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$344,713
Net income (gross income less expenses)	2013-12-31	$-2,891,941
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$454,701
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,346,642
Assets. Value of participant loans	2013-12-31	$0
Assets. Value of real-estate (other than employer real property)	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$17,162
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$112
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$400,224
Expenses. Total of all expenses incurred	2012-12-31	$19,660
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$3,346,754
Total plan assets at beginning of year	2012-12-31	$2,966,078
Value of fidelity bond covering the plan	2012-12-31	$653,000
Total contributions received or receivable from participants	2012-12-31	$88,037
Assets. Value of loans (other than to participants)	2012-12-31	$600,558
Expenses. Other expenses not covered elsewhere	2012-12-31	$83
Contributions received from other sources (not participants or employers)	2012-12-31	$1,165
Other income received	2012-12-31	$268,775
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$380,564
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,346,642
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,966,078
Assets. Value of participant loans	2012-12-31	$69,316
Assets. Value of real-estate (other than employer real property)	2012-12-31	$52,172
Total contributions received or receivable from employer(s)	2012-12-31	$42,247
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$228
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$19,349
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$152,804
Expenses. Total of all expenses incurred	2011-12-31	$8,692
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,966,078
Total plan assets at beginning of year	2011-12-31	$2,821,966
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$13,936
Assets. Value of loans (other than to participants)	2011-12-31	$560,210
Expenses. Other expenses not covered elsewhere	2011-12-31	$15
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$131,799
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$144,112
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,966,078
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,821,966
Assets. Value of participant loans	2011-12-31	$94,823
Assets. Value of real-estate (other than employer real property)	2011-12-31	$52,174
Total contributions received or receivable from employer(s)	2011-12-31	$7,069
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$6,427
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Transfers to/from the plan	2011-09-30	$0
Total plan liabilities at end of year	2011-09-30	$0
Total plan liabilities at beginning of year	2011-09-30	$0
Total income from all sources	2011-09-30	$67,014
Expenses. Total of all expenses incurred	2011-09-30	$44,504
Benefits paid (including direct rollovers)	2011-09-30	$28,083
Total plan assets at end of year	2011-09-30	$2,822,238
Total plan assets at beginning of year	2011-09-30	$2,799,728
Value of fidelity bond covering the plan	2011-09-30	$500,000
Total contributions received or receivable from participants	2011-09-30	$96,968
Assets. Value of loans (other than to participants)	2011-09-30	$441,232
Expenses. Other expenses not covered elsewhere	2011-09-30	$655
Contributions received from other sources (not participants or employers)	2011-09-30	$0
Other income received	2011-09-30	$-88,613
Noncash contributions received	2011-09-30	$0
Net income (gross income less expenses)	2011-09-30	$22,510
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$2,822,238
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$2,799,728
Assets. Value of participant loans	2011-09-30	$101,358
Assets. Value of real-estate (other than employer real property)	2011-09-30	$52,174
Total contributions received or receivable from employer(s)	2011-09-30	$58,659
Value of certain deemed distributions of participant loans	2011-09-30	$0
Value of corrective distributions	2011-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$15,766
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
2010 : PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST

2013: PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: PULMONARY CONSULTANTS, P.C. 401K PROFIT SHARING PLAN TRUST 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OVERLAND ORDAL THORSON & FENNELL
Employer identification number (EIN):	930772794
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)